JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 277 filers reported holding JPMORGAN CHASE & CO in Q1 2014. The put-call ratio across all filers is 4.95 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $4,894,000 | -3.6% | 154,823 | -4.0% | 0.16% | -8.6% |
| Q3 2016 | $5,078,000 | +0.7% | 161,222 | +1.6% | 0.17% | -3.9% |
| Q2 2016 | $5,045,000 | +85.8% | 158,612 | +58.3% | 0.18% | +58.8% |
| Q1 2016 | $2,715,000 | -9.1% | 100,217 | -2.8% | 0.11% | -16.2% |
| Q4 2015 | $2,987,000 | +86.1% | 103,111 | +95.2% | 0.14% | +7.9% |
| Q3 2015 | $1,605,000 | +86.2% | 52,813 | +142.7% | 0.13% | +106.6% |
| Q2 2015 | $862,000 | -4.9% | 21,762 | +2.8% | 0.06% | -3.2% |
| Q1 2015 | $906,000 | -2.7% | 21,169 | +4.5% | 0.06% | -37.6% |
| Q4 2014 | $931,000 | -22.5% | 20,264 | -10.4% | 0.10% | -30.3% |
| Q3 2014 | $1,201,000 | +5.2% | 22,619 | +3.8% | 0.14% | -5.2% |
| Q2 2014 | $1,142,000 | -28.3% | 21,794 | -36.3% | 0.15% | +31.9% |
| Q1 2014 | $1,592,000 | +95.6% | 34,204 | +94.8% | 0.12% | -6.5% |
| Q4 2013 | $814,000 | -6.7% | 17,558 | -10.2% | 0.12% | -18.4% |
| Q3 2013 | $872,000 | -55.4% | 19,554 | -53.4% | 0.15% | -61.3% |
| Q2 2013 | $1,956,000 | – | 41,943 | – | 0.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FORTEM FINANCIAL GROUP, LLC | 375,885 | $9,284,360 | 5.44% |
| NICOLET BANKSHARES INC | 333,920 | $8,247,824 | 2.53% |
| Parkside Financial Bank & Trust | 423,397 | $10,457,900 | 2.42% |
| BRIGHTON JONES LLC | 1,650,284 | $40,762,016 | 2.07% |
| AlphaQ Advisors LLC | 88,566 | $2,187,580 | 1.90% |
| NOESIS CAPITAL MANGEMENT CORP | 533,126 | $13,168,216 | 1.73% |
| My Personal CFO, LLC | 81,377 | $2,010,019 | 1.62% |
| Arrow Investment Advisors, LLC | 73,178 | $1,807,497 | 1.44% |
| NICOLET ADVISORY SERVICES, LLC | 547,156 | $12,994,959 | 1.44% |
| Capital Advisory Group Advisory Services, LLC | 94,310 | $2,329,457 | 1.32% |